Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

24

Number of overlapping holdings

23.3%

% of IYG's 105 holdings also in KBWB

100.0%

% of KBWB's 24 holdings also in IYG

Overlap by Weight
Sector Drift (IYG minus KBWB)
Overlapping Holdings

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Company Weight
in IYG
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 9.9% 8.1% 8.1%
BANK OF AMERICA CORP 6.8% 7.9% 6.8%
WELLS FARGO & CO 4.9% 8.1% 4.9%
CITIGROUP INC 2.6% 7.6% 2.6%
PNC FINANCIAL SERVICES GROUP 2.0% 4.2% 2.0%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to KBWB
VISA INC-CLASS A SHARES 9.3%
MASTERCARD INC-CLASS A 7.8%
SCHWAB (CHARLES) CORP 3.5%
MORGAN STANLEY 3.4%
S&P GLOBAL, INC. 3.3%
GOLDMAN SACHS GROUP INC 3.2%
BLACKROCK INC 2.7%
AMERICAN EXPRESS CO 2.6%
CME GROUP INC 2.0%
BLACKSTONE GROUP LP/THE 1.9%
IYG Underweight Relative to KBWB
US BANCORP -6.1%
CITIGROUP INC -5.0%
FIFTH THIRD BANCORP -3.4%
M & T BANK CORP -3.3%
WELLS FARGO & CO -3.2%
STATE STREET CORP -3.2%
BANK OF NEW YORK MELLON CORP -3.2%
FIRST REPUBLIC BANK/CA -3.0%
SVB FINANCIAL GROUP -3.0%
HUNTINGTON BANCSHARES INC -2.9%
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